12.2 Process to View User Assignment

This topic describes the information about View a List of User Assignments.

User can view the list of user assignments created in the system and search for a particular user assignment.

To view the list of user assignments:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click User Assignments. Under User Assignments, click View User Assignments.
   The View User Assignments screen is displayed.

   Figure 12-2 View User Assignments

   
   

   
   Description of "Figure 12-2 View User Assignments"

   
   

   For more information on fields, refer to the field description table.

   Table 12-2 Field Description: View User Assignment - Tile

   Field Name	Description
   Code	Displays the user assignment code.
   Description	Displays the description of the user assignment.
   Assignment Method	Displays the assignment method.
   Priority	Displays the priority of the user assignment.
   Product Processor	Displays the product processor of the user assignment.
   <Authorization Status>	Select the authorization status of the user assignment. The possible values are: Unauthorized Authorized
   <Record Status>	Select the status of the record. The possible values are: Open Closed

3. On the View User Assignment screen, click
   
   
   
   icon.
   The View User Assignment - Search screen is displayed.

   Figure 12-3 View User Assignment - Search

   
   

   
   Description of "Figure 12-3 View User Assignment - Search"

   
   
4. On the View User Assignment- Search screen, specify the Search Filter to fetch the required Product Processor.

   For more information on fields, refer to the field description table.

   Table 12-3 Field Description: View User Assignment - Search

   Field Name	Description
   Code	Indicates the user assignment code.
   Description	Indicates the description of the user assignment.
   Ignore Group Basis	Toggle to indicate whether group basis is ignored for user assignment records that user want to search.
   Agency	Toggle to indicate whether user want to search for agency assignment.
   Assignment Method	Indicates the assignment method.
   Authorization Status	Select the authorization status of the user assignment. The options are: Authorized: Select this option if user want to search for an user assignment with Authorized status. Unauthorized: Select this option if user want to search for an user assignment with Unauthorized status.
   Record Status	Select the status of the record. The options are: Open: Select this option if user want to search for an user assignment in Open status. Closed: Select this option if user want to search for an user assignment in Closed status.

5. Click Search to display the required User Assignment .
6. On View User Assignment screen, click icon to Unlock, Delete, Authorize or View the created User Assignment .
7. Click Unlock to modify the created User Assignment .
   The Create User Assignment - Modify screen is displayed.

   Figure 12-4 Create User Assignment - Modify

   
   

   
   Description of "Figure 12-4 Create User Assignment - Modify"

   
   

   For more information on fields, refer to the field description table.

   Table 12-4 Field Description: Create User Assignment - Modify

   Field Name	Description
   Basic Details	This section is used to provide basic information of the user assignment.
   Code	Indicates the unique identification code of the user assignment.
   Description	Indicates the description of the user assignment.
   Priority	Indicates the priority for execution of the user assignment.
   Assignment Method	Indicates the assignment method.
   Product Processor	Indicates the product processor applicable for user assignment.
   Group Basis	Displays the group basis.
   Ignore Group Basis	Toggle to indicate whether group basis is ignored for user assignment.
   Specialized	Toggle to indicate whether this is specialized user assignment.
   Agency	Toggle to indicate whether this is agency assignment.
   Effective Date	Indicates the date from when the user assignment is effective in the system.
   Expiry Date	Indicates the date till when the user assignment is effective in the system.
   Selection Criteria	This tab is used to configure rules based on which system assigns the segment to a user group. It also identifies the accounts or customers to be assigned to the user group.
   User Group	This tab is used to associate user groups to the user assignment.
   User Group	Indicates the user group.
   Description	Displays the description of the user group.
   Active	Toggle to indicate whether user group association is active for the user or agency assignment.

8. Click Save to update the modified fields.
9. Click View to view the created User Assignment code.
   The Create User Assignment - View screen is displayed.

   Figure 12-5 CreateUser Assignment - View

   
   

   
   Description of "Figure 12-5 CreateUser Assignment - View"

   
   

   For more information on fields, refer to the field description table.

   Table 12-5 Create User Assignment - View - Field Description

   Field Name	Description
   Basic Details	This section is used to provide basic information of the user assignment.
   Code	Indicates the unique identification code of the user assignment.
   Description	Indicates the description of the user assignment.
   Priority	Indicates the priority for execution of the user assignment.
   Assignment Method	Indicates the assignment method.
   Product Processor	Indicates the product processor applicable for user assignment.
   Group Basis	Displays the group basis.
   Ignore Group Basis	Toggle to indicate whether group basis is ignored for user assignment.
   Specialized	Toggle to indicate whether this is specialized user assignment.
   Agency	Toggle to indicate whether this is agency assignment.
   Effective Date	Indicates the date from when the user assignment is effective in the system.
   Expiry Date	Indicates the date till when the user assignment is effective in the system.
   Selection Criteria	This tab is used to configure rules based on which system assigns the segment to a user group. It also identifies the accounts or customers to be assigned to the user group.
   User Group	This tab is used to associate user groups to the user assignment.
   User Group	Indicates the user group.
   Description	Displays the description of the user group.
   Active	Toggle to indicate whether user group association is active for the user or agency assignment.